Seth Klarman

Seth Klarman

The Baupost Group
Last update 2020-02-13 29 Stocks (3 new)
Value $8.60 Bil Turnover 9 %
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Seth Klarman's Portfolio

Seth Klarman Current Holdings

Ticker Company Industry Market Cap $Mil Shares Value ($1000) Shares Change % Weighting % Trade Impact % % of Shares outstanding 3M Change % YTD Change %
HPQ HP IncHardware20,754.8510,000,000205,500New Holding2.39+2.39%0.70-28.61%-28.68%
ERI Eldorado Resorts IncTravel & Leisure790.42389,02623,202New Holding0.27+0.27%0.50-82.49%-82.96%
MDRIQ McDermott International IncOil & Gas9.06805,693535New Holding0.01+0.01%0.42-93.04%-93.07%
VIAC ViacomCBS IncMedia - Diversified7,822.1817,000,000713,490+41.67%8.29+2.44%2.77-69.43%-69.81%
MCK McKesson CorpMedical Distribution20,267.121,597,516220,968+22.32%2.57+0.47%0.99-7.91%-8.98%
EBAY eBay IncRetail - Cyclical23,412.7419,994,970722,018+20.12%8.39+1.41%2.51-17.77%-18.11%
LBTYK Liberty Global PLCMedia - Diversified9,594.5552,392,9951,141,905+19.19%13.27+2.14%8.28-30.16%-31.91%
FOXA Fox CorpMedia - Diversified13,346.3427,322,7201,012,8530%11.770%4.50-38.55%-39.22%
VSAT Viasat IncHardware2,043.4313,732,0681,005,1190%11.680%22.10-55.29%-55.07%
LNG Cheniere Energy IncOil & Gas8,181.5210,139,133619,1970%7.200%3.99-48.59%-47.27%
TBPH Theravance Biopharma IncBiotechnology1,438.979,309,168241,0140%2.800%14.78-4.15%-11.78%
CLNY Colony Capital IncREITs700.0449,687,370236,0150%2.740%10.08-67.72%-67.79%
NXST Nexstar Media Group IncMedia - Diversified2,327.372,000,000234,5000%2.730%4.36-55.96%-56.24%
UNVR Univar Solutions IncChemicals1,619.559,500,000230,2800%2.680%5.63-60.06%-60.44%
FOX Fox CorpMedia - Diversified13,346.345,680,307206,7630%2.400%0.94-39.56%-40.05%
LBTYA Liberty Global PLCMedia - Diversified9,594.557,657,205174,1250%2.020%1.21-28.54%-30.52%
TBIO Translate Bio IncBiotechnology572.0817,544,239141,3580%1.640%29.23+27.07%+17.08%
ATRA Atara Biotherapeutics IncBiotechnology441.048,308,900136,8480%1.590%14.19-53.08%-54.28%
ABC AmerisourceBergen CorpMedical Distribution16,747.241,166,29999,1590%1.150%0.57-2.68%-3.83%
VRTV Veritiv CorpIndustrial Products122.423,564,43970,1130%0.820%22.07-59.85%-61.46%
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